Thinking Outside the Box

Dec 10, 2015, 15:00 PM
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July/August 2015

Safety around mobile equipment requires attention to what’s inside the cab—a properly trained operator, wearing a seat belt, free of distractions—and what’s outside, such as blind spots, hazards, and proper maintenance.

By Tony Smith

Mobile equipment is essential for handling and transporting scrap in virtually all scrap recycling operations. There’s no living without forklifts, skid-steers, wheel loaders, material handlers, cranes, rail-car movers, and yard trucks, but the risks they pose to life and limb should make them a safety priority for all recyclers. These heavy machines can fatally injure people and ruin property. Struck-by accidents involving mobile equipment are all too common in the recycling industry. Anyone who operates or works around this equipment must understand fully how to act with and react to it. Safe operations start “inside the box” of the equipment cab, with a properly trained equipment operator who is wearing a seat belt and is free from distractions such as cellphones. Attention to safety must continue “outside the box,” however, by training about blind spots, hazards, equipment care and maintenance, and more. 

A Foundation of Training

Thorough operator education and training is the first step toward maximizing mobile equipment safety in your operations. Some states and municipalities require such training and certification of crane operators; others have adopted certification requirements for lift equipment operators. In November 2013, for example, Massachusetts began requiring the licensing of any operator who runs equipment that lifts loads weighing more than 500 pounds higher than 10 feet.

Some pieces of mobile equipment have their own training standards you can use to get your operators up to snuff. The National Commission for the Certification of Crane Operators (Fairfax, Va.), for instance, offers training and certification for crane operators. The Occupational Safety and Health Administration (Washington, D.C.) has a federal standard—29 CFR 1910.178—that covers operation (including operator training) of powered industrial trucks, commonly called forklifts or lift trucks. The OSHA standard requires companies to provide classroom-style lecture training, written testing, and hands-on practical demonstrations for all forklift operators. Training topics the standard requires include understanding the stability of the equipment, safe load-handling techniques, and site-specific lessons based on how you use the equipment at your work site. You can build your own training program or hire a third party to help you meet the requirements. Because the requirements are performance-oriented, you also can tailor a training program to the characteristics of your workplace and to the particular types of lift trucks you operate.


Even though I’m not a fan of more regulations in the workplace, the legal requirement to train your forklift operators makes sense to me based on the number of accidents, near misses, fatalities, and citations in our industry. The problem has become serious enough to prompt OSHA to conduct inspections focused on mobile equipment operator training. In fact, lack of forklift operator training is the No. 1 reason for OSHA citations in the scrap industry over the past two years.

OSHA also is targeting its efforts in specific geographic areas through local and regional emphasis programs that focus more broadly on powered industrial vehicles, not just powered industrial trucks. That includes all vehicles 29 CFR 1910.178 covers (forklifts) as well as skid-steer loaders and earth-moving equipment that has been modified to accept forks. If you use fork attachments on your skid-steers and front-end loaders, you must train and evaluate the equipment operator through your powered industrial truck operator training program.


The lessons OSHA’s powered industrial truck training requires can and should carry over to the other types of mobile equipment in your plant. If you use skid-steers, wheel loaders, material handlers, and the like, why not create an in-house operator training program for this equipment or include these operators in the powered industrial truck operator safety training class? Oftentimes those operators can offer a different point of view based on what they know and see in the field.

I know what some of you are thinking: “Who has the time and money for all of this training?” My reply is simply this: Educating and training your employees to do their jobs safely ultimately will be better for your business. You’ll experience less equipment downtime, fewer property damage incidents, and fewer on-the-job injuries. Yes, training does take time, and time is money, but the return on investment is there in the form of increased motivation, better equipment care, safer operations, and a smarter workforce.


Thorough operator training is a great foundation for mobile equipment safety in your operations, but reinforce and enhance that foundation by focusing on these priority areas.

Seat belts. First and foremost, you must drive home the importance of wearing a seat belt when operating every type of mobile equipment. As it is in passenger vehicles, the seat belt in mobile equipment is designed to save lives, so your operators should use it—every time, without fail. In some types of mobile equipment—such as forklifts—the seat belt can be the difference between life and death. If a forklift operator does not wear a seat belt, and the machine tips over or falls off a loading dock, the operator often will be thrown from the seat during the fall and get crushed by the equipment, which can weigh 10,000 pounds. Such accidents—many of which end in fatalities—could be prevented if the operator simply wore a seat belt. Your operators might complain that the seat belt is inconvenient, uncomfortable, or limiting, but there really is no excuse for not wearing it.

No-go zones. Blind spots—which I call no-go zones—are a major safety priority area when operating mobile equipment. In my years in the field, I’ve found that individuals who operate mobile equipment on a regular basis generally have a good understanding of the blind spots of their particular machine. Also, rear-view cameras on many pieces of mobile equipment give operators a clear view of their no-go zones, enhancing safe operations immensely. The principal problem, however, is that individuals who do not operate mobile equipment regularly fail to understand the hazards of these no-go zones. These people—who could be other employees, customers, vendors, or visitors—represent significant safety risks to mobile equipment operators, who have told me time and time again about near misses due to individuals entering their no-go zones. The equipment operators might do everything right—including checking their blind spots before operating the machine—but their job is to focus on what’s in front of them when they’re doing production work. If they happen to see someone approach them during operations, or if someone on the ground communicates with them via radio, then there’s no problem. In real-world recycling operations, however, it’s common for people on the ground—knowingly or unknowingly—to wander into the blind spot of mobile equipment that can weigh anywhere from 5,000 to more than 150,000 pounds. Oftentimes they assume the operator can see them or somehow knows they are there. The results can be fatal.

Even when the operator spots the person and averts a tragedy, he or she often lets the person pass to safety then resumes operations without chastising the offender. Why? Operators have told me they don’t feel comfortable confronting the offenders, despite the potential tragedy their actions could have caused. I encourage operators to speak up and use such incidents as “learning moments” to teach the offenders about the blind spots around their equipment and the very real risks of entering them.


Toward that end, when I’m teaching mobile equipment safety at a recycling operation, I literally put the ground personnel—anyone who works around mobile equipment on a daily basis—into the operator’s seat and ask them to look in the mirrors. It is my goal to get as many people as possible into the seat of the various pieces of equipment. I don’t let them start or move the equipment, mind you; the goal is to give them a firsthand view of what the operator can and cannot see. As part of this exercise, I’ll put two or three people behind the equipment and have them start walking backward; then I’ll ask the person in the operator’s seat to tell me when the people emerge from the equipment’s blind spots. This exercise is an eye-opener for the ground personnel; I have seen “a-ha” moments on some of their faces. Invariably they are shocked by the size of the equipment’s no-go zones. This is a simple step you can easily incorporate into mobile equipment safety and training programs at your facility.

Effective communication between mobile equipment operators and individuals on the ground is another way to prevent accidents. Radios are great tools for connecting operators with ground personnel, but you also can use the lower-tech but equally effective approach of hand signals. Those signals—used primarily by personnel on the ground—concisely communicate a range of instructions to the equipment operator, including stop, travel, raise or lower the load, extend or retract the boom, and move slowly. The challenge is to make sure everyone who uses or sees such hand signals truly understands what they mean.
 

Hazard recognition. Much safety behavior in recycling operations comes down to the ability to recognize potential hazards and then respond accordingly—and that definitely is true regarding mobile equipment safety. Operators of these machines must focus on what I call the four P’s: people, power lines, potholes, and piles. By people, I mean those who typically wander into the operator’s working radius or blind spots. As noted above, those individuals need to learn how to act and react around the mobile equipment, and operators can play a key role in teaching them proper, safe behavior.

Power lines create overhead hazards, which can be easy to overlook—or should I say underlook?—because we humans typically notice things from our eye level down. That’s how we walk through life. Mobile equipment operators, however, must keep in mind that their equipment can reach 10, 20, even 50 feet or more and easily touch power lines, posing electrocution risks and resulting in property damage. Operators also must be aware of lateral hazards such as buildings, other equipment, and piles of material.

The ground itself—especially uneven ground and potholes—also can present potential hazards and cause mobile equipment to tip over. That’s why it’s important to do a site survey to identify ground hazards and seek the most level surface for operating your equipment.


The final P stands for scrap piles, which can create blind spots and—as noted above—pose lateral hazards. Mobile equipment operators must be able to assess all of the potential hazards in their operating area.

Equipment care. In my book, a good mobile equipment operator does more than just move the controls. An operator knows the condition of his or her equipment and the operating surroundings. A pre-operational inspection and equipment care are critical. Before climbing into the operator’s seat, do a 360-degree walk-around inspection of the machine—what I call a “circle of safety” check—to make sure everything is in proper working order. By doing these inspections, you’re showing that you know the equipment and care for it—and that safe operation is your priority. It also is important to do a basic 360-degree visual check whenever you return from a break. This will give you the peace of mind that no people, scrap, yard trucks, or other hazards are in your way when you resume operating the equipment.

Equipment care goes hand in hand with general housekeeping. The better your housekeeping, the easier it is to inspect and take care of your equipment. Earlier in my career, I had a mentor who taught me this mantra about housekeeping: We clean to inspect; we inspect to detect; we detect to correct; we correct to perfect. We’re all striving for perfection—we want to be as good and as safe as possible—and heeding this advice can bring you closer to that goal.


In addition to the above points, mobile equipment safety includes making sure operators enter and exit the equipment using three points of contact to prevent slip and fall accidents. Also, your company must have a clear policy on workers’ use of cellphones when operating mobile equipment. Inattention and distracted operation can translate quickly into injuries and property damage. Some companies require their operators to leave their cellphones in the locker room, while others allow the use of cellphones only when the equipment is idle. Given the vast potential for problems, it’s probably better to err on the side of caution and make cellphone use extremely limited.

Tony Smith is a safety outreach director for ISRI.

Mobile Equipment Safety Resources

The ISRI safety website has detailed information on no-go zones for many pieces of mobile equipment at www.isri.org/docs/default-source/safety/no-zone.pdf?sfvrsn=2. ISRI also offers several safety outreach services, including a material handler operator safety train-the-trainer course that includes equipment care and inspection, safety in the field and on the equipment, load handling and stability of material handlers, and hands-on field exercises. To learn more about this training program, go to www.isrisafety.org and click on Safety Training, then 2-Day Material Handler Train the Trainer. For more information on ISRI’s safety resources, contact Lisa Hazell at 202/662-8511 or lisahazell@isri.org.

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  • 2015
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